Living with Purpose
Building a Life Around Your Goals and Dreams By Melinda Adams, Financial Advisor, CEPA What does it mean to live life to the fullest? For me, the answer became crystal clear this year celebrating my 50th trip around the sun. Turning 50 wasn’t just about reaching a milestone; it was about embracing the […]
Dossier – MidFirst Bank
Sherry Gonzalez, 1st Vice President, Private Banking What types of clients benefit most from partnering with a Private Banker? Clients who need specialized financial advice for personal and business matters, as well as guidance on complex financial structures. Suppose you prefer more than just basic banking and are looking for a comprehensive approach […]
Dossier – Jefferson Bank Private Banking
Back Row L to R: Vilma Munoz, Carixa Martinez, Betsy Baker, Mary Ellen Archer; Front Row L to R: Katie Butler, Whitney Pigg Discover the Distinction of Private Banking at Jefferson Bank Our Private Bankers prioritize service, common sense, and collaboration to do what’s right for those seeking personalized and sophisticated financial […]
Dossier – M&T Financial Partners
Patrick Taylor & Melinda Adams What types of clients benefit most from partnering with a wealth advisor? The clients who benefit most are usually those seeking clarity and confidence about their financial future. We love working with individuals and families who are ready to dream big and want a partner to help make […]
Dossier – Broadway Bank
Casey Seitz, SVP, Wealth Advisor, and Michelle Beza, AVP, Private Banker What is your role in the financial services industry? At Broadway Bank, our local Wealth and Private Bank team is dedicated to simplifying our clients’ financial lives and ensuring seamless banking, investing, and legacy planning. Our approach is uniquely personalized, as we […]